DFX Intelligence
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Team lift-out
3 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for G• W••••• M••••••••• R••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chelsea Nichole Toledo | Jackson, Wy | Oct 2, 2023 | Sep 29, 2023 |
| James Michael Gersack | Jackson, Wy | Oct 2, 2023 | Sep 29, 2023 |
| Richard Todd Will | Jackson, Wy | Oct 4, 2023 | Sep 29, 2023 |
The rule
- Registrations ended
- Oct 2, 2023 to Oct 4, 2023
- Registered next
- Sep 29, 2023
- Branch state
- WY
- Cities
- 1, most in Jackson, Wy
- Registered there that day
- 491 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape